VP- Unity & Financial Reporting transformation Lead

Financial Reporting Senior Manager is a Senior management level position responsible for accomplishing results through teams driving a variety of fund admin activities. Key objective for this  role is to ensure the seamless delivery

Responsibilities:

• Manage a team of professionals to accomplish established goals and conduct personnel duties (e.g. performance evaluations, hiring and disciplinary actions)
• Identify opportunities for process improvements and recommend system, service, and process enhancements ,  opportunities for cost saves, Full-time equivalent (FTE) reduction, and optimization
• Coordinate staff assignments for optimal effectiveness through assessment of business requirements and staff skill sets and development
• Build and maintain relationships with internal and external clients
• Perform discovery and due diligence with clients and visits regarding service quality measurement
• Manage the Risk and Control agenda including audits, interfacing with internal and external auditors, and identifying process gaps
• Work closely with Client Executives for client management and service improvement initiatives
•  Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Confluence      

•   Act as  Global Confluence Unity system Subject Matter Expert supporting the global financial reporting teams |Monitor the preparation & maintenance of maps, tables & business data functions (BDFs) in Unity to generate Financial Statements including Statements of Investments
• Closely work with Operational teams for testing and sign off
• Ensuring new client /funds onboarding and  migrations are successfully executed timely with transparency and ensure in the process -escalation, cross-site collaboration, collating and sharing lessons learned
• Collaborate with cross-functional teams in preparation and review of  detailed business requirements documents liaising with end-users & Tech partners or external vendors |Plan and execute testing of the enhancements (UAT & PROD) with relevant stakeholders
• Automation and Data initiatives of Global FR Teams
• Monitor testing, flag issues in a timely manner and track them to closure | Training and pre-/post-implementation support |Manage a production support process to resolve issues identified by the operational teams

Qualifications:

• 10-15 years of relevant experience
• Chartered Accountant/CFA/MBA
• Experience in financial reporting, fund accounting or related processes.
• Experience in accounting within financial services, strategic management, resource/expense management, and managing client relationships
• Experience in managing operational delivery
• Extensive knowledge of funds services and process
• Demonstrated leadership and management skills
• Ability to work in a team-oriented environment
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated Subject Matter Expert (SME) knowledge in related area
• Prior experience of working in Unity Confluence is a plus

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

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